Profit Sharing · DOL Form 5500 · 2023

Manuel Alvarez Perez Profit Sharing Plan

Data updated 2026-08-25

$832K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$832,143
Avg per participant High balance/head
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Official DOL plan name: Manuel Alvarez Perez Retirement Plan · Sponsored by Manuel Alvarez Perez · Puerto Rico · Finance & Insurance

$832K in assets, 1 participants

Manuel Alvarez Perez's Manuel Alvarez Perez Retirement Plan reported $832K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 22nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,233 in Finance & Insurance (8,869 peers)

Manuel Alvarez Perez multi-year trail

Manuel Alvarez Perez's plans moved +28.0% in assets from 2022 to 2024; this filing shows Manuel Alvarez Perez Retirement Plan at $832K / 1 participant.

#1,233
in Finance & Insurance (8,869 peers)
+12.4%
assets growth YoY

Manuel Alvarez Perez Retirement Plan among the smaller filed plans by assets

Manuel Alvarez Perez Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$832,143 22nd percentile higher than 22% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Manuel Alvarez Perez Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Manuel Alvarez Perez Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Manuel Alvarez Perez Retirement Plan reported net income rose from -$142K in the plan year 2022 filing to $92K in the plan year 2023 filing.
  • Manuel Alvarez Perez Retirement Plan end-of-year assets rose from $740K in the plan year 2022 filing to $832K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660391179 · Manuel Alvarez Perez PY 2023 · Profit Sharing

Manuel Alvarez Perez Retirement Plan · $832K · 1 · 22nd

  • 5500 $832K
  • 5500 1
  • 5500 22nd
  • 5500 Profit Sharing
  • 5500 near Yankee Tango, Inc. Retirement Plan
  • 5500 ind #1233

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Puerto Rico →

Manuel Alvarez Perez Retirement Plan in the asset neighbourhood

Manuel Alvarez Perez Retirement PlanManuel Alvarez Perez Retirem…$832KYankee Tango, Inc. Retirement PlanYankee Tango, Inc. Retiremen…$833KOriginal Mechanics Inc. Retirement PlanOriginal Mechanics Inc. Reti…$831KPacific Panels, Inc. Profit Sharing PlanPacific Panels, Inc. Profit …$834KC. Bonner Oates, D.D.S. Profit Sharing Plan and TrustC. Bonner Oates, D.D.S. Prof…$834K
End-of-year total assets ($M) among Manuel Alvarez Perez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Manuel Alvarez Perez multi-year asset trail

Sponsor-wide plan assets over time

All Manuel Alvarez Perez plans reported in each filing year

Latest sponsor-wide plan assets
$948K 28.027676518195648% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M 202220232024 $0.74M $0.95M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 1 $740K
2023 1 1 $832K
2024 1 1 $948K

Manuel Alvarez Perez filing trail (2023)

Total Assets (Beginning of Year)$740K
Net Assets (End of Year)$832K
Net Income$92K
Employer EIN660391179
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Manuel Alvarez Perez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Manuel Alvarez Perez Retirement Plan, Total assets ($M): 0.832143 · Participants: 1Manuel Alvarez Perez Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Manuel Alvarez Perez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Manuel Alvarez Perez Retirement Plan side-by-side with 3 peers →

Manuel Alvarez Perez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Yankee Tango, Inc. Retirement Plan in OR ($833K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Manuel Alvarez Perez Retirement Plan assets move in 2023? ▼
Manuel Alvarez Perez Retirement Plan grew at a solid clip - up 12.4% during 2023, from $740K to $832K. Reported net income was $92K.
How have Manuel Alvarez Perez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Manuel Alvarez Perez's sponsor-wide assets grew 28.0%, from $740K to $948K.
Where does Manuel Alvarez Perez Retirement Plan rank by assets among Form 5500 filers? ▼
Manuel Alvarez Perez Retirement Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Manuel Alvarez Perez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Yankee Tango, Inc. Retirement Plan in OR ($833K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Manuel Alvarez Perez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660391179.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.